Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,792 institutions that hold shares in the stock, with a total of 737 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
18,776
shares
|
$6.02 Million
3.03% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
18,720
shares
|
$6 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
18,645
shares
|
$5.98 Million
0.12% of portfolio
|
Q4 2025
Reduced 26.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
18,636
shares
|
$5.97 Million
0.31% of portfolio
|
Q4 2025
Added 20.86%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
18,529
shares
|
$5.94 Million
0.23% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
18,527
shares
|
$5.94 Million
0.05% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,451
shares
|
$5.91 Million
0.1% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
18,294
shares
|
$5.86 Million
1.37% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
18,291
shares
|
$5.86 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,277
shares
|
$5.86 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Robeco Schweiz Ag
|
Oct 27, 2025 Q3 2025 |
18,261
shares
|
$5.85 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
18,243
shares
|
$5.85 Million
0.56% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
18,240
shares
|
$5.85 Million
0.42% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
18,235
shares
|
$5.84 Million
0.65% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
18,175
shares
|
$5.83 Million
0.06% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,093
shares
|
$5.8 Million
0.58% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
18,050
shares
|
$5.79 Million
1.41% of portfolio
|
Q4 2025
Reduced 3.32%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
18,022
shares
|
$5.78 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
17,959
shares
|
$5.76 Million
0.4% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
17,956
shares
|
$5.76 Million
0.41% of portfolio
|
Q3 2025
Added 193.11%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
17,953
shares
|
$5.75 Million
0.12% of portfolio
|
Q3 2025
Added 28.14%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
17,947
shares
|
$5.75 Million
0.27% of portfolio
|
Q3 2025
Added 131.99%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
17,916
shares
|
$5.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
17,900
shares
|
$5.74 Million
5.28% of portfolio
|
Q3 2025
Added 214.04%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
17,882
shares
|
$5.73 Million
2.14% of portfolio
|
Q3 2025
Added 481.72%
|
|